EDMOND N & VIRGINIA MORIARTY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDMOND N & VIRGINIA MORIARTY CHARITABLE FOUNDATION INC (EIN 22-3666468)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202423049349100102
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T05:45:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JEFFERSON ROAD | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223666468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMOND N & VIRGINIA H MORIARTY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDMO | BusinessNameControlTxt |
| Phone | 9739668029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JEFFERSON RD ATTN C P ABRAH | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA H MORIARTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739668029 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES P ABRAHAM | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739666300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,382,069 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $38,227 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,578 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,578 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,005 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,761 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,374,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,428,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,738,176 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $415,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $412,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $588,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,922,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,896,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,382,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,630 | CapitalStockBOYAmt |
| Capital Stock EOY | -$437 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $38,227 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,918,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,858,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,922,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,896,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,922,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,896,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,922,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,509 | OtherIncreasesAmt |
| Subtotal | $1,896,373 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,896,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 04F65 (COVERED) | P | 2023-12-15 | $1,845 | $1,839 | $6 | $6 |
| MERRILL LYNCH 04F65 (NONCOVERED) | P | 2023-12-07 | $115,175 | $115,160 | $15 | $15 |
| MERRILL LYNCH 04F65 (COVERED) | P | 2023-12-15 | $61,270 | $55,659 | $5,611 | $5,611 |
| MERRILL LYNCH 02130 (COVERED) | P | $46,278 | $44,691 | $1,587 | $1,587 | |
| MERRILL LYNCH 02130 (NONCOVERED) | P | $55,938 | $55,938 | $0 | $0 | |
| MERRILL LYNCH 02130 (COVERED) | P | $172,535 | $153,505 | $19,030 | $19,030 | |
| CAPITAL GAINS DIVIDENDS | P | $516 | $516 | $516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,247 | OverpaymentAmt |
| Applied To ES Tax | $1,247 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES P ABRAHAM ESQ | IndividualWithBooksNm |
| Phone | 9739668029 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP ONE JEFFERSON RD | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN M GALLAGHER | ||||||||
| 8 WEDGEWOOD COURT | BELLE MEAD | NJ | 08502 | PRESIDENT/ASST TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| EDMOND N MORIARTY III | ||||||||
| 6 SHERWOOD FARM ROAD | FAR HILLS | NJ | 07931 | VICE PRES/DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICIA M PARISI | ||||||||
| 1 FOX HUNT COURT | FAR HILLS | NJ | 07931 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELIZABETH M KEMP | ||||||||
| 14 EGLANTINE AVENUE | PENNINGTON | NJ | 08534 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN M SKIFF | ||||||||
| 13880 TONBRIDGE COURT | BONITA SPRINGS | FL | 34135 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY ELLEN MORIARTY | ||||||||
| 39 SHALEBROOK DRIVE | MORRISTOWN | NJ | 07960 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN D MORIARTY | ||||||||
| 41 POST-KUNHARDT ROAD | BERNARDSVILLE | NJ | 07924 | TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,173,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,290,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,290,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,256,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $593 | TotalTaxAmt |
| Distributable Before Adj | $112,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,208 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $97,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,653 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,803 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $139,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,533 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $97,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,653 | ExcessFromYear4Amt |
| Excess From Year3 | $12,803 | ExcessFromYear3Amt |
| Excess From Current Year | $42,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN M GALLAGHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | |||||||
| 315 WEST 39TH STREET SUITE 205 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| BOWDOIN COLLEGE MUSEUM OF ART BOWDOIN COLLEGE OFFICE OF DEVELOPMENT | |||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| BROOKLYN JESUIT PREP | |||||||
| 560 STERLING PLACE | BROOKLYN | NY | 11238 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE STE 3A | SHORT HILLS | NJ | 07078 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 E 4TH ST | NEW YORK | NY | 10009 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| CRISTO-REY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER GORYEB CHILDREN'S HOSPITAL | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC CHARITY | FOR HIRE EXPECTATIONS PROGRAM | $500 |
| INTERFAITH FOOD PANTRY | |||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| KEMMERER HARDING LIBRARY | |||||||
| 19 BLUE MILL ROAD | NEW VERNON | NJ | 07976 | N/A | PUBLIC CHARITY | IN HONOR OF VIRGINIA MORIARTY | $1,000 |
| LIFE CAMP | |||||||
| 310 SOUTH STREET 4TH FLOOR | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LOVE YOUR BRAIN | |||||||
| PO BOX 247 | NORWICH | VT | 05005 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| MANE STREAM | |||||||
| PO BOX 305 | OLDWICK | NJ | 08858 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| MULTIPLE MYELOMA RESEARCH FUND | |||||||
| PO BOX 414238 | BOSTON | MA | 02241 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NORTHERN NY COMMUNITY FOUNDATION | |||||||
| 31 WASHONGTON STREET | WATERTOWN | NY | 13601 | N/A | PUBLIC CHARITY | FOR HAZEL NORTHRUP HYDE SCHOLARSHIP | $1,500 |
| NOURISH NJ | |||||||
| 57 PARK PLACE 2ND FLOOR | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| OPERATION GRATITUDE | |||||||
| PO BOX 260257 | ENCINO | CA | 91426 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| REACH OUT & READ NATIONAL CENTER | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| SETON HALL PREP GRIFFIN BRIDGES PROGRAM | |||||||
| 120 NORTHFIELD AVENUE | WEST ORANGE | NJ | 07052 | N/A | PUBLIC CHARITY | 1000GENERAL PURPOSES | $10,000 |
| SOLE TRAIN TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ST IGNATIUS SCHOOL | |||||||
| 740 MANIDA STREET | BRONX | NY | 10474 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST JOSEPH'S CHURCH | |||||||
| 404 EAST 87TH STREET | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| ST LAWRENCE FUND FOR NORTH COUNTRY SCHOLARSHIPS ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMADA DRIVE | CANTON | NY | 13617 | N/A | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| ST PETER'S PREP | |||||||
| 144 GRAND STREET | JERSEY CITY | NJ | 07302 | N/A | PUBLIC CHARITY | FINANCIAL AID TO STUDENTS SUFFERING HARDSHIP | $10,000 |
| ST PETERS UNIVERSITY | |||||||
| 2641 JOHN F KENNEDY BLVD WEST | JERSEY CITY | NJ | 07306 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ST VINCENT'S ACADEMY | |||||||
| 228 WEST MARKET STREET | NEWARK | NJ | 07103 | N/A | PUBLIC CHARITY | FINANCIAL AID TO STUDENTS SUFFERING HARDSHIP | $36,000 |
| STEVEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| THE GOOD NEIGHBOR CLINIC | |||||||
| 70 N MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| THE UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JCT | VT | 05001 | N/A | PUBLIC CHARITY | FOR CHILDREN'S PROGRAMS | $1,000 |
| TUDOR CITY GREENS INC | |||||||
| 5 TUDOR CITY PLACE 1-3 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| WORLD CENTRAL KITCHEN ATTN DONOR SERVICES TEAM | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ZACK'S PLACE | |||||||
| PO BOX 634 | WOODSTOCK | VT | 05091 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $750 |
| VT FLOOD RESPONSE & RECOVERY FUND 2023-THE VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| NOTRE DAME MT CARMEL CHURCH | |||||||
| 75 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| MENDHAM BORO LIBRARY | |||||||
| 10 HILLTOP ROAD | MENDHAM | NJ | 07927 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HOMELESS SOLUTIONS | |||||||
| 3 WING DRIVE SUITE 245 | CEDAR KNOLLS | NJ | 07927 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LOGGERHEAD MARINE LIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CHARLESTON WATERKEEPER | |||||||
| PO BOX 29 | CHARLESTON | SC | 29402 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,250 |
| THE HEARTEST YARD | |||||||
| 4350 CONGRESS STREET SUITE 175 | CHARLOTTE | NC | 28209 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,250 |
| COASTAL CONSERVATION LEAGUE | |||||||
| 131 SPRING STREET | CHARLESTON | SC | 29403 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,250 |
| CANINE COMPANIONS | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,250 |
| NEW VERNON VOLUNTEER FIRE DEPARTMENT & FIRST AID SQUAD | |||||||
| VILLAGE ROAD PO BOX 13 | NEW VERNON | NJ | 07976 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $750 |
| MAYO PERFORMING ARTS CENTER | |||||||
| 100 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| TRENTON AREA SOUP KITCHEN | |||||||
| PO BOX 872 | TRENTON | NJ | 08605 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| CATHOLIC CHARITIES DIOCESE OF PATERSON | |||||||
| 777 VALLEY ROAD | CLIFTON | NJ | 07013 | N/A | PUBLIC CHARITY | FOR FATHER ENGLISH FOOD PANTRY | $250 |
| USA EAST PROVINCE OF THE SOCIETY OF JESUS | |||||||
| 39 EAST 83RD STREET | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $500 |
| SEBASTIAN STRONG FOUNDATION | |||||||
| 970 PINECREST DRIVE | MIAMI SPRINGS | FL | 33166 | N/A | PUBLIC CHARITY | FOR GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $394 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,828 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF VIRGINIA H MORIARTY | ||||||
| 1 | C/O DAY PITNEY LLP ONE JEFFERSON RO | PARSIPPANY | NJ | 07054 | $20,277 | Yes (X) |
| ESTATE OF VIRGINIA H MORIARTY | ||||||
| 2 | C/O DAY PITNEY LLP ONE JEFFERSON RO | PARSIPPANY | NJ | 07054 | $17,950 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,428,162 | EOYBookValueAmt |
| EOYFMV | $1,738,176 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL MIDCAP | AT COST | $90,482 | $175,048 |
| ISHARES MSCI EAFE | AT COST | $185,845 | $199,225 |
| ISHARES TR RUSSELL 2000 | AT COST | $83,214 | $142,906 |
| VANGUARD REAL ESTATE ETF | AT COST | $52,909 | $70,953 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,578 | LegalFeesAmt |
| Net Investment Income | $7,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION TO BOOK VALUE TO ALIGN WITH STATEMENTS | Desc |
| Amt | $47,509 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $18,005 | Amt |
| Net Investment Income | $18,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID 04F65 | $377 | $377 | $0 |
| FOREIGN TAX PAID 02130 | $100 | $100 | $0 |
| 2022 EXCISE TAX | $617 | $617 | $0 |
| 2023 ESTIMATED EXCISE TAX | $2,489 | $2,489 | $0 |